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Texas Instruments' data center business jumps nearly 90% YoY on AI power demand, and its broad analog lineup is positioned for stronger momentum ahead.

onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.

GitLab helps companies manage how software moves from idea to release. As AI agents enter that process, Duo could strengthen GitLab’s role to teams that need speed without losing control.

ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.

The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.

Hedge funds stuck to their holdings in companies with ‌strong fundamentals in April, particularly technology ‌and semiconductor stocks, according to a report on Wednesday ​from data platform Hazeltree, in a month when the S&P 500 jumped over 10%.

A number of stocks fell in the afternoon session after the U.S.-China summit concluded without any significant breakthroughs on semiconductor sales to the country.

Recent performance snapshot ON Semiconductor (ON) has drawn investor attention after a period of strong share price moves, with the stock up about 36% over the past month and roughly 57% in the past 3 months. See our latest analysis for ON Semiconductor. Those moves sit within a strong run for investors, with the stock delivering a 99.49% year to date share price return and a 1 year total shareholder return of 158.01%, although the share price did fall 4.44% over the last day to US$113.11. If...

ON stock has surged nearly 60% in three months as AI data-center demand and automotive growth boost investor confidence.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Bill.com Holdings delivers cloud-based automation solutions for financial operations, serving small and midsize businesses worldwide.

TXN's analog unit rebounds with Q1 revenues rising 22% to $3.92B as industrial strength and AI data center demand lift the 2026 outlook.

June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.30% this morning, pointing to further gains after a tech-led rally in the previous session, while investors monitor developments from the U.S.-China talks and await a fresh batch of U.S. economic data, with particular attention on retail sales figures.

Texas, Analog Devices and ON have been highlighted in this Investment Ideas article.

onsemi’s first quarter results were met with a clearly negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP earnings expectations. Management identified accelerating demand in AI data centers and initial signs of stabilization in automotive as primary drivers, highlighting a significant ramp in the Treo product platform and strong sequential growth in their power portfolio. CEO Hassane El-Khoury stated that “improving demand signals and accelerating AI data

The Nasdaq Composite and the S&P 500 reached fresh peaks on Wednesday, buoyed by a rally in technolo

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...

US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

US benchmark equity indexes were mostly higher intraday as several key technology stocks advanced, w

US equity indexes traded mixed after midday Wednesday as a hot producer price inflation print failed

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.12%, and June E-mini Nasdaq futures...

ON Semiconductor, Analog Devices and Texas Instrument are semiconductor companies, but not the standard AI players, yet their stocks and earnings are booming. What's happening here?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.05%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of the letter is available to download here. The Jensen Quality Mid Cap Fund aims for long-term growth. The Fund returned -2.53% in Q1 2026, lagging the 0.60% return for […]

ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Qualcomm Tumbles as Inflation Shock Sparks Semiconductor Selloff

Introduction In its Q1 2026 earnings call on May 5, 2026, onsemi (ON) reported financial results reflecting improving conditions following a prolonged semiconductor downturn. The company posted revenue of $1.51 billion, compared with $1.86 billion in Q1 2024. Non-GAAP EPS was $0.64. onsemi operates three business segments: Power Solutions Group (PSG) Advanced Solutions Group (ASG) ... onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony